Gratus Wealth Advisors, LLC
RIA/Wealth
Gratus Wealth Advisors, LLC is a RIA/Wealth based in Virginia Beach, VA led by Cline Edward Reasor, managing $710.3M across 131 long positions as of Q3 2025 with 81% ETF concentration and 60% concentrated in top 10 holdings.
OwnerCline Edward Reasor
- Portfolio Value
- $710.3M
- Positions
- 131
- Top Holding
- DGRO at 11.83%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Gratus Wealth Advisors, LLC's portfolio (60.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $84.1M | 11.83% | +$1.6M Bought | — 1.2M shares | |
ETF ETF | $67.7M | 9.54% | -$20.5K Sold | — 168.4K shares | |
ETF ETF | $41.1M | 5.78% | +$498.9K Bought | — 68.4K shares | |
ETF ETF | $37.9M | 5.34% | +$764.4K Bought | — 268.6K shares | |
ETF ETF | $35.8M | 5.04% | +$694.6K Bought | — 486.8K shares | |
ETF ETF | $33.2M | 4.67% | +$1.0M Bought | — 1.4M shares | |
ETF ETF | $32.7M | 4.61% | +$917.6K Bought | — 1.3M shares | |
ETF ETF | $32.5M | 4.57% | +$677.2K Bought | — 1.3M shares | |
ETF ETF | $32.4M | 4.56% | +$878.1K Bought | — 1.4M shares | |
ETF ETF | $32.3M | 4.55% | +$820.3K Bought | — 1.3M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Gratus Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+139.85% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Gratus Wealth Advisors, LLC
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